Calls
1
u/mike-some
Reddit r/ValueInvesting
Win Rate
100.0%
return
+27.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 20
$1.66
+27.7%
Author argues TAIT's ~$9.6M market cap is covered by ~$9M net cash plus Valencia, CA real estate carried at ~$2.8M but worth $10M+ on conservative estimates, leaving the electronics business essentially free. The catalyst is the intentional pivot from low-margin distribution to high-margin ODM, with gross margins already near 60% versus 30-40% industry averages, despite a temporary revenue dip and one-time restructuring charges. The stated catch is the voluntary Nasdaq delisting to OTC, which scared off institutional holders and created the valuation disconnect. Author notes management continues funding the ~8.5% dividend from balance sheet cash during the restructuring.
Other
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/mike-some has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TAIT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
